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Last update
February 21, 2024

Documents makes it easy to add Supporting Documents to a Bill.

Documents stores common supporting documents, such as W-9s, testing standards, and IBR Decisions for easy copying to a Bill. For more information about searching for IBR Decisions, see the Help Article: IBR Decisions Page Explained.

Step 1. On the navigation bar, click ‘Settings’, then click the name of the Billing Provider

This will navigate directly to the specified Billing Provider.

The Billing Provider Settings feature is limited to users with the Role of Administrator. For daisyBill accounts with multiple Billing Providers, daisyBill maintains separate Documents for each Billing Provider.

Step 2. Click the ‘Billing Settings - Custom’ tab

Step 3. Click the ‘Documents’ card

Step 4. Click the ‘Add Document’ button

Step 5. Enter the ‘Document Description’ and upload the document, then click the ‘Add’ button

Create a naming convention which allows easy identification of the Documents stored in your library.

The default Report Type is OZ-Support Data for Bill. In the Report Type drop-down list, select the most accurate Report Type.

Step 6. To delete a document from ‘Documents,’ click its ‘File Name,’ then click the ‘Delete’ button

No more hunting for documents!

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